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Schwab 5-10 Year Corporate B otr shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning investment in Schwab 5-10 Year Corporate B otr

Tip: Access up to 7 years of quarterly data

All positions including Schwab 5-10 Year Corporate B otr held by Valtinson Bruner Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.9M 112k 44.10

More positions owned by Valtinson Bruner Financial Planning

RBB Us Treas 20yr Bd (UTWY)
RBB Us Treas 30yr Bd (UTHY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
RBB Us Treasr 10 Yr (UTEN)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
RBB Us Treas 3 Mnth (TBIL)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Schwab 5-10 Year Corporate B otr

Charles Schwab Investment Management
RiverFront Investment Group
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
Janney Montgomery Scott
Bouchey Financial
Huntington Asset Advisors
San Luis Wealth Advisors
Taddei, Ludwig & Associates
Wealth Enhancement Advisory Services
Branch Banking & Trust Company
Charles Schwab Trust
Marmo Financial Group

View all funds holding Schwab 5-10 Year Corporate B otr